Own a portfolio that thinks long-term, just like you
Put your money behind forward-thinking initiatives and support the change that’s happening more and more – like where companies are switching to renewable energy or hiring diverse minds at board level.
Addressing today’s challenges with a socially responsible portfolio that prioritises environmental, social and corporate governance factors – ESG – is the most powerful action you can take.
As government and industry regulation picks up pace, more and more of us are taking our first steps on this new journey – a journey where we all need to start thinking long-term.
Know your impact
Moneyfarm socially responsible portfolios are designed using funds invested in some of the most forward-thinking and impactful companies in the world – along with many others working hard to improve. MSCI data helps us check ESG funds containing thousands of different assets, so we’re confident in our selection process and you can be too.
Here’s how our mid-range ESG portfolio measures up.
Relative to revenues and compared to companies in a non-ESG portfolio
Covers climate, working conditions, diversity, corruption and more
Includes prohibition of child labour, unfair discrimination, forced labour and more
*Certain information ©2021 MSCI ESG Research LLC. Reproduced by permission.
Although Moneyfarm’s information providers, including without limitation, MSCI ESG Research LLC and its affiliates (the “ESG Parties”), obtain information (the “Information”) from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness, of any data herein and expressly disclaim all express or implied warranties, including those of merchantability and fitness for a particular purpose.
The Information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for, or a component of, any financial instruments or products or indices. Further, none of the Information can in and of itself be used to determine which securities to buy or sell or when tobuy or sell them. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein, or any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
United Nations Global Compact
International Labour Organisation
Aim for the same returns
In fact, simulated performance shows that from 2013 to 2021* investing in our most adventurous portfolio would’ve earned you up to 5% more than a regular non-ESG portfolio.
With a fully diversified ESG investment, the same modelling shows you would’ve experienced similar market ups and downs to a portfolio with regular diversification*
*Moneyfarm backtest comparing our current ESG portfolios against their non ESG equivalent simulations and not our own regular mid-range portfolio due to its composition changing over the modelling period. Performance gains across our full range of portfolio risk levels were between 0% – 5%. Capital at risk. Simulated past performance is not a reliable indicator of future performance.
Make a difference with confidence
Know you’re fully diversified
Diversify and stay resilient to a changing world. Choose a socially responsible portfolio built using Exchange Traded Funds (ETFs).
Aim for sustainable growth
Watch your socially responsible portfolio perform like its non-ESG equivalent, whatever the time horizon*
Keep it research-driven
Your sustainable long-term returns are protected as we work alongside MSCI, a global leader in ESG research.
*Moneyfarm backtest modelling compared our current mid-range (P4) ESG portfolio against a non-ESG industry equivalent and not our own regular mid-range portfolio due to its composition changing over the modelling period. Capital at risk. Simulated past performance is not a reliable indicator of future performance.
Carefully designed, monitored and matched
Moneyfarm ESG portfolios are designed using exchange traded funds (ETFs) with an emphasis on environmental impact. Funds are selected and monitored using a standard set of MSCI metrics including: companies’ voting policies, involvement in social controversies and, future exposure to ESG-related risks.
Where we need more information on a fund’s suitability, direct communication with ETF issuers gives us additional detail and ad-hoc insight.
A base range of metrics used for all Moneyfarm portfolios ensures your socially responsible portfolio is also fully diversified and high performing – and all matched to your attitude to investing and investment goals so you’re sure it’s right for you.
Active on your behalf
Get extra peace of mind with Moneyfarm’s 5 point ESG Engagement Layer. Sitting on top of MSCI’s standard metrics, our engagement layer is a framework that enables us to prioritise funds where asset managers show the highest level of involvement with fund issuers and their organisations. Involvement may include voting to drive positive change within an organisation or monitoring of outcomes.
Measuring asset manager engagement helps us dig deeper to assess your porfolio’s effectiveness. Where all metrics are equal we’ll choose the fund where we see the highest level of engagement.More about ESG Portfolio creation
Clear about fees
Focus on your values and forget about costs. One low monthly management fee covers continual ESG screening, active management of your portfolio and your own dedicated investment consultant, too.
Annual average investment fund fee: 0.21%
Annual average effect of market spread: 0.10%
Your fee (incl. VAT) is billed monthly and calculated daily based on the total portfolio value of all your Moneyfarm products.
Socially responsible investing starts here
Discover your investor profile
Tell us about your attitude towards investing and meet your investor profile – built to look after your goals and how you want to reach them.
Open your recommended portfolio
Choose a recommended globally diversified ESG portfolio that best fits your needs, goals – and values.
Invest when you’re ready
Transfer your existing account or add funds in a snap with open banking. You can also fund your portfolio by bank transfer and Direct Debit.
Frequently asked questions about ESG
Let’s talk about ESG investing
If you'd like us to schedule a call, please choose a time that works for you.